Medical Receptionist Performance Review - Editable Template

Sep 12, 2026

Performance review template for a medical receptionist role, designed to capture both employee self-assessment and reviewer evaluation across core responsibilities. The form records employee reflections, achievements, challenges, obstacles, and career goals, alongside agreed goals for the next performance cycle and the support needed to achieve them. It includes a structured table to measure performance against duties, safety, quality, and culture expectations, plus documentation review items and a professional learning and development plan with goals, actions, and training needs.

LanguageEnglish

CategoryForms

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Information for the reviewer

Information for the employee

Medical Receptionist performance review

Measuring performance against your position description

Documentation review

Overall performance

Professional learning and development plan

Skills to be developed

Comments and acceptance

Performance Review Medical Receptionist This template is designed to be used together with the Medical Receptionist Position Description template, which outlines the responsibilities and requirements of the role. Information for the reviewer Before the performance review, ask the employee to complete the different sections in this document and return it to you at least two days before the review. During the review, use this document to record: • how the employee thinks they have performed against each of their key responsibilities • feedback or concerns from the employee • the employee’s career goals for the future • the goals that you and the employee agree on for the next performance cycle and the support that you will provide to help the employee achieve their goals ([e.g. training](e.g. training)) . Information for the employee Before your performance review, complete the different sections in this document and return it to the reviewer at least two days before your review. During your review, you will be able to: • reflect on your work during the performance cycle • receive appreciation and recognition for your achievements • raise problems and resolve issues arising from your work • discuss your hopes and expectations for the next performance cycle • set your career goals for the future • discuss training and development opportunities to improve your performance and further your career. Practice name: Date: | Medical Receptionist performance review | | | --- | --- | | Employee name: | | | Position responsible to: | | | Positions with direct responsibility to this position: | | | Date of this review: | | | Reviewer name: | | | Measuring performance against your position description | | | | | --- | --- | --- | --- | | Medical Receptionist position description | Employee
rating
(out of 10) | Reviewer
rating
(out of 10) | Comments | | Key responsibilities – duties | | | | | The Medical Receptionist will:
• answer the telephone in a courteous and professional manner | | | | | • receive and convey messages in writing, verbally and electronically | | | | | • liaise with patients and their families in a compassionate manner | | | | | • liaise with GPs, other health professionalsand their staff | | | | | • make appointments | | | | | • scan and file documents | | | | | • prepare documents for mail out | | | | | • open, stamp and distribute incoming mail | | | | | • type documents as required, with a high level of accuracy | | | | | • monitor stationery and/or clinical supplies and place orders as required or directed, maintaining a working supply at all times | | | | | • book and organise staff and/or doctors’meetings as directed | | | | | • participate in ongoing professional development | | | | | • contribute equitably to maintaining the cleanliness of the practice | | | | | • maintain practice dress standards | | | | | • handle cash, EFTPOS and other payments and adhere to practice billing policy | | | | | • ensure the practice and rooms are clean, tidy and accessible | | | | | --- | --- | --- | --- | | • perform other administrative duties as directed by the Practice Manager or Principal Doctor/s. | | | | | Key responsibilities – safety, quality and culture | | | | | The Medical Receptionist will:
• participate in the practice risk management and quality improvement processes | | | | | • record incidents and near misses in line with practice policy | | | | | • exercise duty of care including meeting practice standards and accountability | | | | | • maintain patient and practice confidentiality at all times | | | | | • ensure the practice building and work spaces are conducive to a safe and practical work environment | | | | | • work to clinical governance processes and standards | | | | | • actively contribute to the development of a culture consistent with the values of the practi

FAQs

What should the employee do before the performance review?

The employee should complete the document sections and return it to the reviewer at least two days before the review.

What categories are used to measure performance in this template?

It measures performance against position description duties, safety, quality, and culture, using employee and reviewer ratings with a comments section.

What documentation items are reviewed in the form?

The template includes documentation review for CPR training within the past three years, a current criminal record screening, and a current Working with Children Check.

Sep 12, 2026

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